Team Leader, Client and Treasury Management
Beneficial State Bank
About this role
The VP, Team Leader, Client & Treasury Management oversees the development and analysis of new business, manages client relationships, and leads a team of commercial sales and support professionals in a hybrid work environment. The role involves strategic planning, sales development, team management, and community engagement to ensure competitive offerings and excellent client service.
Skills
About Beneficial State Bank
beneficialstatebank.comBeneficial State Bank is a mission-driven, FDIC‑insured bank that promotes "ethical banking for people & planet." It offers personal, business, nonprofit, and commercial banking products—checking and savings, loans, mortgages, and community development lending—geared toward customers who want their money to support social and environmental impact. The bank emphasizes transparency, impact-driven lending, and strengthening local communities, with branches and services primarily in California and Oregon. Customers choose Beneficial State for its values‑based approach to finance and commitment to sustainable community investment.
About Beneficial State Bank
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Beneficial State Bank.
Salary
$138k – $183k
per year
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